Liquidity Sales Specialist - Treasury Sales
Florham Park, United States of America
Job Description: Identifies and pursues new sales prospects within existing or untapped markets within the Santander OneCommercial client base. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new liquidity business, ensuring a consistent flow of new revenues to the company. End-to-end ownership of liquidity client opportunities from sales prospecting to deal close to ongoing relationship management.
Partners with Liquidity Product to actively manage commercial CD book. Serves as source of Liquidity product expertise to partner with Treasury Sales and Relationship Manager colleagues on complex Liquidity solutions.
Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.
Essential Functions/Responsibilities: - Initiates, develops and enhances relationships with senior executives at existing clients and targeted prospects, with the objective of enhancing liquidity balances and revenue generation for the Company.
- Plans and implements a calling program designed to achieve new business and revenue growth targets in conjunction with Relationship Managers.
- Develops calling programs, prepares proposals, finalizes sales, and oversees the implementation of services.
- Formulates client retention strategies for the portfolio revenue base and acts in a consultative capacity to cross-sell additional services.
- Identifies prospects and clients requiring Liquidity solutions including Non-interest and Interest-bearing accounts, Escrow, Commercial CDs, Insured Cash Sweep and Money Markets.
- Utilize resources like RelPro, Salesforce, CapitalIQ, LexNex, Pitchdeck etc. to diligently create targeted prospects and prepare for sales calls.
- Actively pursue all cross-sell opportunities with clients and prospects
- Drive market engagement by partnering with RMs and TSOs on client facing activity related to liquidity and investments.
- Provide timely response to all internal & external inquiries by email, phone or in person meetings with relevant market information and product strategies/solutions.
- Partner with Liquidity Product to actively manage commercial CD portfolio.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: Bachelor's Degree or equivalent work experience in Business or equivalent field. (Req)
Master's Degree in Business or equivalent field. (Pref)
Work Experience: 5+ years of Business Development, Treasury Sales, Liquidity Product Specialist Management, or related experience
Skills and Abilities: Self-motivated and adept at setting, driving and leading a team to execute pipeline growth success.
Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
Expert presentation and public speaking skills.
Strong relationship management and negotiation skills.
Strong organizational skills and detail orientation, as well as analytical skills.
Demonstrated complex contact negotiation/creation skills.
Ability to work remotely and independently.
Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.
Ability to travel within assigned territory as required.
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
This position in hybrid in our Boston, NYC or NJ corporate office locations. Primary Location: Florham Park, NJ, Florham Park
Other Locations: New Jersey-Florham Park,New York-New York,Massachusetts-Boston
Organization: Santander Bank N.A.
